CSV Downloads

[mjallday]

NOT ready to merge

• Create framework for downloading
• Implement download button on all pages
• Unit tests
• Integration tests
• Client side validation
• changes to CSV format
• Link to txn on dashboard
• Strip hyphens from transaction_id
• amount should be formatted as $1,000.00

[mjallday]

An example CSV export can be seen here (valid for the next two days only, get it while it's hot!)

This will address #11.

[timnguyen]

Looking over the example CSV export.

1. Can we put dashboard links in? I imagine this is going to be consumed by non-engineers so I want them to be able to confirm these transactions by using the dashboard as a point of reference.
2. updated_at provides a better starting point than created_at for figuring out what day to check bank statements to reconcile our settlements. Can we add that in? I still want created_at, but I think updated it would be useful as well.
3. transaction_id should have the '-' stripped because (i've only seen this for HSBC and WF btw) the bank statements render them without the hyphens.
4. I'd prefer the amounts in dollars (type::money?)
5. People ask for fees (I know we've talked about this being difficult so maybe this is out of scope for the first iteration)
6. Do we need holds here?

[mahmoudimus]

+1 re: tim's suggestions (minus fees, I think fees should be under a different reporting section)

[mjallday]

I agree that looking at this as a end user facing consumable rather than a dev facing item is a good way to think about this and i'll keep that in mind going forward.

• updated_at is not a field provided by the API. this ether requires us to move CSV generation inside of the API or start exposing updated_at.
• +1 on @mahmoudimus' suggestion of not including fees :) we could provide a CSV export of the invoices for this purpose instead?
• holds - the way the downloads are generated is that whatever you happen to be looking at on the dashboard is what you'll receive. in this case I was looking at all transactions, if i did a search for just credits > than $100 i would have only received those in the CSV download.

everything else i'll make changes for ASAP, i've added those action items to the pull-request description, let me know if i've missed something.

[timnguyen]

@mahmoudimus @mjallday Cool. Re: fees I just brought it up because marketplaces have requested it, but I think you're right that it'll be a pain to implement and invoice reports already will allow them to match the amounts with their bank accounts.

[mjallday]

@timnguyen new csv download with updates. i'm aware the dashboard link gives a 404 right now :)

[timnguyen]

@mjallday Sorry, I don't know why I forgot to mention this, but i think we should also have account_name so that we have a kind of non-techie foreign key between marketplace systems and Balanced (and the techie people can use the account_uri).

Have we gone through and decided order of columns? Otherwise, looks good.